Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Beisler is a financial professional with over 30 years of experience in the financial services industry. Paul currently works at Berthel, Fisher & Co. Financial Services, Inc. in Pittsburgh, PA. Paul provides investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients. Paul is also a registered investment advisor and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Paul is also a Chartered Financial Consultant. Paul has a history of working with various firms including Continental Capital Investment Services, Inc., New England Securities, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/02/2015 - Present
Berthel, Fisher & Co. Financial Services, Inc. (PITTSBURGH PA)
OH
03/17/1999 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
NY
04/20/1992 - 03/26/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/08/1982 - 04/08/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/08/1982 - 04/08/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Beisler is the right advisor for you? Invested Better is here to help.
